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GA
Goldstein Advisors’s
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
Stock Holding History
Goldstein Advisors’s Portfolio
UITB Stock Details
UITB Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$372K
Sell
7,910
-42
-0.5%
-$1.99K
0.04%
127
2025
Q4
$377K
Buy
7,952
+10
+0.1%
+$476
0.04%
121
2025
Q3
$377K
Sell
7,942
-84
-1%
-$3.96K
0.05%
118
2025
Q2
$378K
Sell
8,026
-1,527
-16%
-$71K
0.05%
110
2025
Q1
$448K
Buy
9,553
+234
+3%
+$10.8K
0.07%
100
2024
Q4
$428K
Sell
9,319
-345
-4%
-$16.1K
0.06%
101
2024
Q3
$463K
Sell
9,664
-2,388
-20%
-$113K
0.07%
93
2024
Q2
$555K
Sell
12,052
-12,301
-51%
-$564K
0.09%
76
2024
Q1
$1.13M
Sell
24,353
-563,712
-96%
-$26.1M
0.19%
43
2023
Q4
$27.6M
Sell
588,065
-89,158
-13%
-$4.01M
4.65%
3
2023
Q3
$30.2M
Buy
677,223
+40,860
+6%
+$1.86M
6.3%
3
2023
Q2
$29.3M
Buy
636,363
+189,053
+42%
+$8.78M
6.14%
3
2023
Q1
$20.9M
Buy
447,310
+10,173
+2%
+$471K
4.59%
3
2022
Q4
$19.9M
Buy
+437,137
New
+$19.8M
4.81%
4
Other funds holding UITB
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
BWL
Bogart Wealth LLC
Mclean, Virginia
$2.59B AUM
18.62%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Calamos Advisors
Naperville, Illinois
$25.9B AUM
21.78%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
CWM
Calamos Wealth Management
Naperville, Illinois
$2.9B AUM
25.59%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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